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iShares ESG Aware MSCI USA ETF

739 hedge funds and large institutions have $10.3B invested in iShares ESG Aware MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 235 increasing their positions, 309 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 45

1% more capital invested

Capital invested by funds: $10.2B → $10.3B (+$113M)

1% less funds holding

Funds holding: 746739 (-7)

2.66% less ownership

Funds ownership: 80.1%77.44% (-2.7%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

24% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 309

Holders
739
Holders Change
-7
Holders Change %
-0.94%
% of All Funds
10.61%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
50
Increased
235
Reduced
309
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
301
MGO One Seven
Ohio
$1.19M +$22.6K +186 +2%
AWA
302
Aaron Wealth Advisors
Illinois
$1.18M +$2.55K +21 +0.2%
DADC
303
D.A. Davidson & Co
Montana
$1.17M
CIA
304
Compass Ion Advisors
Pennsylvania
$1.17M
SI
305
Stephens Inc
Arkansas
$1.16M
BFM
306
Boston Financial Management
Massachusetts
$1.16M -$73.7K -607 -6%
SP
307
Symmetry Partners
Connecticut
$1.15M +$8.38K +69 +0.8%
EFG
308
Elios Financial Group
Ohio
$1.14M +$1.1M +9,041 New
RCAG
309
Rehmann Capital Advisory Group
Michigan
$1.14M -$91.9K -757 -8%
ST
310
Sentinel Trust
Texas
$1.14M -$44.7K -368 -4%
TFO
311
Tarbox Family Office
California
$1.11M +$1.09K +9 +0.1%
SFPM
312
Sensible Financial Planning & Management
Massachusetts
$1.11M +$1.06M +8,770 New
SAG
313
SageView Advisory Group
California
$1.11M -$17.7K -146 -2%
EB
314
Eastern Bank
Massachusetts
$1.11M +$1.06M +8,766 New
MWS
315
Maxwell Wealth Strategies
California
$1.1M
MHB
316
Midwest Heritage Bank
Iowa
$1.09M +$607 +5 +0.1%
MWM
317
Modern Wealth Management
Kansas
$1.09M +$80K +659 +8%
EWA
318
EP Wealth Advisors
California
$1.08M -$302K -2,485 -22%
FPAS
319
Focus Partners Advisor Solutions
Missouri
$1.08M +$84K +692 +9%
MBFW
320
Morton Brown Family Wealth
Pennsylvania
$1.08M
RCS
321
Retirement Capital Strategies
California
$1.08M -$27.6K -227 -3%
BAM
322
Belpointe Asset Management
Nevada
$1.07M -$642K -5,290 -38%
RFP
323
RCS Financial Planning
Maryland
$1.07M -$36.8K -303 -3%
FWP
324
Firethorn Wealth Partners
Georgia
$1.06M -$31.4K -259 -3%
PTC
325
Private Trust Company
Ohio
$1.06M -$184K -1,515 -15%